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Customer experience | Sales, Customer Insights,...

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Is there a way to make activities show on the timeline of related records?

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Posted on by CRM Learner 88

If we created a relationship lets say between a Lead and another record (not part of the qualification process)

Would there be a way to have any activity on the Lead show up on the related record also?

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CRM Learner 88 on at

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RE: Is there a way to make activities show on the timeline of related records?

Any ideas?

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Bipin D365 28,983 Moderator on at

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RE: Is there a way to make activities show on the timeline of related records?

Hello,

Yuu will need to configure Relationship behaviour "Rollup" option to cascade All

www.inogic.com/.../

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